Stephen, who is a Chartered FCSI and Chartered Wealth Manager, is a qualified investment professional and his experience will add to the already extensive dealing and advisory services that the team provide to Ramsey Crookall’s broad and growing client base.

Stephen provides advice and dealing services to private clients, intermediaries and asset managers in equities, investment trusts, exchange traded funds, fixed interest securities and funds in both London and international markets. He sits on the Ramsey Crookall Investment Committee.

Educated in Exeter, Devon, Stephen moved to the Isle of Man in 2002. He joined Ramsey Crookall in 2019 after spending eleven years as a Stockbroker and Investment Manager with another company where he also sat on various Investment Committees.

Over recent years Stephen has undertaken the Financial Planning Certificate with the Chartered Insurance Institute, the Investment Management Certificate with CFA UK (formally UKSIP) and the Private Client Investment Advice and Management qualification with the Chartered Institute for Securities and Investment. He has been a member of the latter since 2009 and now holds both the Chartered Fellow and Chartered Wealth Manager designations.

Ramsey Crookall’s CEO, Joanna Crookall said “We are pleased to welcome Stephen to Ramsey Crookall and see this as another important appointment that strengthens our already comprehensive dealing and advisory services to our clients”

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